Institutional Ownership Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV). We have compiled data on the 595 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,939
shares
|
$261,100
0.03% of portfolio
|
Q3 2024
Reduced 24.52%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
2,937
shares
|
$260,923
3.12% of portfolio
|
Q4 2022
Reduced 85.57%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,920
shares
|
$259,412
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,917
shares
|
$259,146
0.11% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
2,908
shares
|
$258,346
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,888
shares
|
$256,569
0.06% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,863
shares
|
$254,348
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,858
shares
|
$253,904
0.12% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,824
shares
|
$250,884
0.03% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,816
shares
|
$250,173
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,790
shares
|
$247,863
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
2,762
shares
|
$245,376
0.13% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,759
shares
|
$245,109
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,755
shares
|
$244,754
0.02% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,743
shares
|
$243,688
0.12% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,732
shares
|
$242,710
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
2,721
shares
|
$241,733
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,719
shares
|
$241,555
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,708
shares
|
$240,578
0.04% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,705
shares
|
$240,312
0.16% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,701
shares
|
$239,956
0.0% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,686
shares
|
$238,624
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,677
shares
|
$237,824
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,658
shares
|
$236,136
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
2,605
shares
|
$231,428
0.09% of portfolio
|
Q2 2024
Reduced 12.58%
|